iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Westerkirk Capital Inc.

by · The Markets Daily

Westerkirk Capital Inc. trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 73.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 206,370 shares of the company’s stock after selling 560,350 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.0% of Westerkirk Capital Inc.’s holdings, making the stock its 10th largest position. Westerkirk Capital Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,612,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Blueline Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Cresta Advisors Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. Valley National Advisers Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the period. First Command Advisory Services Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $29,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.17 on Tuesday. The company’s 50 day simple moving average is $98.97 and its 200 day simple moving average is $99.72. The stock has a market capitalization of $134.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.27 and a 1 year high of $101.46.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.

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